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Check out our new on-demand training courses at https://www.learndynamics.com/    How many of your team members are set up with the status of SUPER instead of proper permissions? 2024 is a new year and we're looking forward to helping you to solve problems at your business. The proper setup and administration of security and permissions within Business Central can make all the difference. Get it r...

Explore our Business Central on-demand training courses at https://www.learndynamics.com/ Struggling to remember the steps for a seamless year-end close in your business? 2024 brings new challenges, and staying on top of your financial year-end processes is key.  Our Accountant's Year-End Refresher course is your solution. It's designed to refresh and update your knowledge on closing the year effe...

Ever wondered why businesses often delay the integration of advanced reporting tools like Power BI? Turns out, navigating the myriad of reporting requirements and tools can be overwhelming. Yet, the need is real. Companies are drowning in data, manually stitching together reports from various systems. Often, these reports consume hours of work and don't even align with the true needs of the busine...

Ever wondered why companies postpone Electronic Data Interchange (EDI) implementation until Phase 2?  It's not just about timing, but also about understanding the flow and intricacies of EDI. Moreover, implementation does not solely rely on understanding EDI but also on ensuring that data, especially item numbers, is meticulously prepared ahead of time.  Many businesses falter here, leading to tes...

Have you ever wondered why businesses frequently postpone barcoding and scanning to Phase 2? It's an intriguing topic and certainly one that stirs my curiosity. Simple mistakes, like picking the wrong item from a shelf, can be substantially minimized with barcoding and validation during both the receiving and shipping processes. Barcoding and scanning, when done right, can revolutionize warehouse...

Ever wondered why companies frequently delay implementing advanced warehousing until Phase 2? This burning query is one I've grappled with repeatedly, especially when understanding the intricate dynamics of warehousing. Remarkably, many organizations only look into advanced warehousing after their initial setup, often due to challenges in aligning business processes with the new system. Such delay...

Often, companies hesitate to leverage Landed Costs until they reach a Phase 2 project because, quite frankly, many of them aren't even familiar with the concept.  In simpler terms, Landed Costs allow you to consider not only the initial price of a product or unit but also all the extra expenses associated with getting that item delivered to your receiving dock. It encompasses all the little costs...

Imagine the amount of pain you can eliminate within your organization if things were running more efficiently with your ERP system. How can you get even more out of this incredible investment you've made? We are here to assist you every step of the way. Our team regularly conducts business process assessments with our customers to identify areas where improvements can be made for maximum benefit t...

Ever wondered why companies delay training till Phase 2? Honestly, this is a vexing question (and a frustrating one!) for me too. Unfortunately, these three things: training, testing, and reporting are often the first budget items to be chopped when implementing an Enterprise Resource Planning (ERP) system.  This is usually due to constraints in the overall project budget or time frame. Such decis...

If you decided to tackle inventory reconciliation in Phase 2, it probably means that you weren't doing it before go-live. That's all right - the important thing is that you've realized it needs to be addressed, which is great! Putting it into place after going live might be a little tricky, but don't worry. This is more of an accounting than a system challenge. Don't stress out. That just means we...

In today's new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 podcast, our conversation revolves around the Fixed Assets. You might wonder why companies tend to procrastinate the implementation of fixed assets until phase two, right? Truth be told, numerous businesses manage their fixed assets using spreadsheet tools or other exclusive fixed asset software, instead of taking advantage of their ERP system. Most peop...

We use Business Central at New View daily and constantly find new ways to innovate with this amazing tool.  My favorite success story revolves around us. Sound surprising? Here's why: For a while, we weren't using Business Central as a tool for our sales processes. And guess what? We experienced the same issues our customers frequently reported to us. We had multiple lists of leads, systems that w...

What reports do you absolutely need?    Companies transitioning from a different system into BC/NAV have built many impressive reports with Excel already, but we all know maintaining them can be a bit tricky, not to mention it can bog down the system.    The magic is, you can build a single, comprehensive report within that data warehouse. This report will present you with a complete view of the d...

Implementing Detailed Production Planning including MRP in Business Central as a second phase project isn't that hard. However, it's like managing its own mini-project. Now, I won't pretend it's a walk in the park. There's a lot going on; there are setups and parameters to deal with, not to mention an array of moving parts. It's crucial that you understand each piece and thoroughly test them. Bear...

The biggest advantage of the Business Central system is its centralization, and this includes budgets, too.  Here at New View, we don't just understand your financial reporting needs, we're experts in it. Let our real-world experience using this software guide you through the process.  A major feature in financial reporting and budgeting is the ability to make a report that shows not just your Mon...

Do you maximize Dimensions as a tool in your BC system? It can significantly cut down the complexity of your chart of accounts. For those with segmented charts of accounts, Dimensions are a game-changer as they can help you focus on areas where there's a lot of breakdown for one account, like revenue or sales. So, think of dimensions as your little guardians guiding you through the world of accoun...

Why do companies defer financial reporting to Phase 2 in their ERP system?   💁🏼 Often they have the notion that they can do financials out of the box and are ready to go without their need to participate.   💁🏼 They believe that it's no big deal to accomplish this task at a later period and usually don't consider it a primary task for the system go-live.   💁🏼 There are many instances wherein...

Pondering over how to make the accounts payable process faster and more efficient? It's common for companies to push this problem to Phase Two. Simply because, from their perspective, it seems like there are massive issues that need solving that require a lot of time and effort.   Just think about it. The invoices come in, perhaps via email or postal mail. They are printed out, someone gives the g...

Many firms and companies are not familiar with Reminders or, even if they've encountered them in their software, they may not realize how beneficial they are. Truth be told – Reminders are among the most underleveraged financial tools we have in Business Central. WATCH: Reminders ▶ ✔ Reminders are better than customer statements.  One major advantage of Reminders is their ability to incorporate va...

Kerry Peters is joined by Cari Corozza to talk about what's holding back organizations from setting up email functionality, what this feature looks like and how it works, how much of your workload it lessens, and the steps that you can take to prepare for this project. Essential points covered in this episode: ✔️ Email functionality is easy to set up. You just need to make that choice! This featur...

Kerry Peters is joined by Cynthia Priebe to discuss why organizations put off setting up permissions and security until phase two, practical tips to make the implementation process easier, the benefits of getting it done, and a shocking customer story that will encourage you to get started.   Essential points covered in this episode: ✔️ The entire enterprise needs to be involved. Whether it's phas...

In this episode, Cynthie Priebe talks about using Business Central for workflow approvals and notifications, its overall benefits for your organization, and why you need to reconsider your company's approval process now. Essential points covered in this episode: ✔️ Having only one place to look saves time. Eliminate manually writing emails, physical folders, and uncategorized back-and-forths waiti...

Kerry Peters talks about why companies postpone fixing bad data until phase two, the common data errors in workflows, the benefits of cleaning up and having correct data, and two actionable steps that organizations can start doing now. Essential points covered in this episode: ✔️ Bad data is not impossible to correct. With Business Central, you can fix these four common mistakes: Wrong base unit o...

In this episode, Cynthie Priebe talks about EFT/ACH payments, tips on how your company can go paperless, how Business Central can simplify the payment process, and why it's a lot easier than printing physical checks. Essential points covered in this episode: ✔️ Have a strong relationship with your bank. This ensures less delay when incorporating Business Central into your EFT system. One contact p...

In this episode, Cari Corozza discusses how companies can use Business Central for bank reconciliations, the common problems it can address, and what you need to know before incorporating it into your business. Essential points covered in this episode: ✔️ Have the right bank transaction format. This allows you to do the assisted setup to import bank transactions, which can be done in as quick as 3...